Check Out a Patient (Clinics Not Enrolled in Payment Processing) (Fusion)

  Permissions: You need the Self-Scheduling or Scheduling permission to check out a patient.

When you check out a patient after they have completed their appointment, you have the option to document a co-payment as well as the amount the patient has paid for their appointment. In order to complete checkout, your patient must already be checked in to their appointment. 

NOTE: This article is for clinics that are NOT enrolled in payment processing with Fusion. If your clinic is enrolled in payment processing, please see Check Out a Patient & Process Payment to learn how to process or record your client payments.

Check Out a Patient

1. Click the Schedule tab at the top of the screen.
2. Click Calendar in the menu on the left.
3. Hover over the Appointment. 
   
   
   
4. Check the Name and confirm the correct patient is selected. (Multiple patients may be scheduled for the same appointment. To select a different patient to check out, click the Patient Initial tabs on the right).
5. Click the Checkout icon .
   
   
   
6. Enter the Co-Payment Amount that is paid by the patient. 
   

   NOTE: Co-payments are attached to claims and are not applied to a billing account until the claim is finalized. If a co-payment is entered, the checkout icon will turn green.

7. Enter the Account Payment that is paid by the patient.
   

   NOTE: Account payments are applied directly to a billing account and are not linked to a specific appointment.

8. Select a Method of payment in the Method drop-down.
9. Enter a Reference number (such as a check number).
10. Click the Save Checkout button.
    
    
    
11. Select the Print Receipt and/or Email Receipt Checkboxes, then press the Process Receipt button. Or, click the Nope button to complete the checkout without printing or emailing a reciept.